See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,512 | $135,635+83.2% | $110,238+125.4% | $135,375+83.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -7.07% | 513.19%-520.3pp | 314.74%-321.8pp | 519.73%-526.8pp |
| Employer contribution / active EE | $12,796 | $4,906+160.8% | $3,826+234.4% | $4,779+167.8% |
| Participant deferral / active EE | $1,730 | $5,506-68.6% | $4,672-63.0% | $5,609-69.2% |
| Admin fee / account holder | $5,052 | $11,457-55.9% | $8,547-40.9% | $10,827-53.3% |